Concurrent Investment Advisors, LLC Fidelity High Dividend ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 41,171 shares of FDVV stock, worth $1.93 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
41,171
Previous 41,563
0.94%
Holding current value
$1.93 Million
Previous $2.11 Billion
2.33%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding FDVV
# of Institutions
328Shares Held
33.1MCall Options Held
13.7KPut Options Held
1.7K-
Commonwealth Equity Services, LLC3.11MShares$146 Million0.23% of portfolio
-
Morgan Stanley New York, NY1.98MShares$92.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.84MShares$86 Million0.04% of portfolio
-
Retirement Planning Group1.83MShares$85.5 Million5.94% of portfolio
-
Bank Of America Corp Charlotte, NC1.24MShares$58 Million0.01% of portfolio